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2018 CIFPs National Conference
2024 CIFPs National Conference
2023 CIFPs National Conference
2022 CIFPs National Conference
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Retirement Canada Dialogue 2023
Retirement Canada Dialogue 2022
Continuing Education - 2023
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Speaker Presentations
Tony Mahabir, MBA, CMC, CIM, RRC®, CFP®
President - Convention of Independent Financial Advisors (“CIFA”)
Global Trends of The Financial Planning Profession!
Sheryl Troup, CPA, CA, TEP, CFP®
Director, Tax and Estate Planning - Investors Group
Tax and Estate Planning for Farmers and Fishers
Myles Zyblock, B.A. (Hons.), M.A., CFA
Chief Investment Strategist - 1832 Asset Management L.P. - Scotiabank
Are You Prepared? Avoiding the “Uncle Point”
Mark Venning
Researcher, Advisor, Speaker & Blogger - Change Rangers "Recoding a Longevity Society"
Changing Client Conversations: Mind-set Shift, Financing for Longevity
Patrick O'Meara, RRC®, CFP®, CMA®, CPA®, MBA
Senior Director, Training Services - Canadian Institute of Financial Planning (CIFP)
Current Trends and Issues in Financial Planning
Elaine Froese, CSP, CAFA, CHICoach
Professional Speaker, Writer & Farm Family Coach
Discuss the Undiscussabull: Tools for Tough Conversations
Dr. Carol Pomare, Ph.D, DBA
Assistant Professor of Accounting - Mount Allison University
Socially Responsible Investing
Anthony Williams, CFP®, RRC®
Vice President of Academic Affairs - Canadian Institute of Financial Planning (CIFP)
Intergenerational Wealth Transfers: Having the Conversation with Clients
Myles Zyblock, B.A. (Hons.), M.A., CFA
Chief Investment Strategist - 1832 Asset Management L.P. - Scotiabank
Navigating the Maturing Bull Market
Jackie Power, B.A.
Director, Tax and Estate Planning - Mackenzie Investments
Estate Planning for Blended Families
Mariska Loeppky, CPA, CA, TEP, CFP®
Director, Tax and Estate Planning - Investors Group
Planning for U.S. taxpayers living in Canada and selected cross-border issues
Michael White, CFA
Portfolio Manager, Multi-Asset Strategy - Picton Mahoney
Hedge: Survival May Depend On It – The Role of Authentic Hedge in Modern Portfolio Construction
Steve Bang, B.A., M.B.A., CFP®, Fellow of FPSC
Professor of Business - Humber College
Credit and the Things They Never Tell You
Bill Bell, B.Math, B.Ed, CHS, CFP®, CLU, CEA, CIM
Financial Advisor - Manulife Securities Incorporated
Jeff Spencer, CFP®
Vice President, Retail Sales - Manulife Bank
Is Debt and Cash Flow Derailing Financial Planning?
Carolyn M. Fallis, MTax, CPA, CA, CFP®, Fellow of FPSC
Professor, School of Accounting and Finance - George Brown College
Tax Planning for Your Clients
Frank Maselli, MTax, CPA, CA, CFP®, Fellow of FPSC
President The Frank Maselli Company, Inc.
The Lifeguard in the Storm:A New WHY for a New World!
Shawn Brayman, Ph.D, MSc, BSc
President - PlanPlus Inc.
Latest Insights in Behavioural Finance and Investor Suitability
Dr. Amar Rahou
Professor, Bachelor of Commerce - Finance, The Business School, Humber Institute of Technology & Advanced Learning
Retirement Planning for Different Generations
Freddi Dogterom, CCDP, CPT, P.R.P., RRC®
Accredited Speaker - Freddi Speaks!
Client Conversations with a Personality Advantage
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